Creating Custom Crystal Reports Tutorial

Bpringle

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• Publié par: Ensoo
• Nombre de lectures: 113
• Langue: English

Extrait

Creating Custom Crystal Reports Tutorial090805
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RE7.8-UKCrystalTutorial-090805 Creating Custom
Crystal Reports
Tutorial
CREATING CUSTOM CRYSTAL REPORTS TUTORIAL . . . . . . . . . .1
Planning the Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Creating a Report in Crystal Reports for Blackbaud . . . . . . . . . . . . . . . . . . . . . . . . 14
Creating a Phone List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
Creating a Gift Detail Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40
Setting the Location for an Existing Crystal Report . . . . . . . . . . . . . . . . . . . . . . . . . 69
Want Additional Help For Crystal Reports? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75 What Is In This Tutorial?
In the Creating Custom Crystal Reports Tutorial, you learn step-by-step
instructions for the basics of planning and creating a custom Crystal report. You
can also learn about the following.
• “Creating a Phone List” on page 21
• “Creating a Gift Detail Report” on page 40
• “Suppressing duplicate rows” on page 62
• “Sorting and grouping gifts” on page 64
• “Using the Select Records Expert in a report” on page 65
• “Setting the location for an existing Crystal report” on page 70
• “Want Additional Help For Crystal Reports?” on page 75
How Do I Use These Guides?
The Raiser’s Edge 7 user guides contain examples, scenarios, procedures,
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The dictionary symbol designates the definition of a frequently used term.Creating Custom
Crystal Reports
Tutorial
Contents
Planning the Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .3
Creating an Export File . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .4
Creating a Report in Crystal Reports for Blackbaud . . . . . . . . . . . . . . . . . .14
Report Setup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .14
Report Sections . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .20
Creating a Phone List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .21
Report Layout . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .21
Formatting a Crystal report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .28
Saving a Crystal report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .39
Creating a Gift Detail Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .40
Creating an Export File . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .41
Report Setup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .49
Report Layout . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .54
Formatting a Crystal report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .57
Setting the Location for an Existing Crystal Report. . . . . . . . . . . . . . . . . . . 69
Want Additional Help For Crystal Reports?. . . . . . . . . . . . . . . . . . . . . . . . . 75
Chapter Procedures
Creating a new export file . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .4
Creating a new custom report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .15
Inserting fields into a new report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .21
Sizing fields in a report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .23
Moving fields in a report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .23
Inserting additional fields into a new report . . . . . . . . . . . . . . . . . . . . . . . . . . . .25
Inserting text fields in a report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .28
Formatting fields in a report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .30
Changing field headings in a report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .32
Suppressing duplicate records in a report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .34CHAPTER 12
Generating a report grand total . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37
Saving a report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39
Creating a new export file . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41
Creating a new custom report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50
Inserting fields into a new report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55
Inserting text fields in a report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57
Changing field headings in a report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58
Generating subtotals . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58
Suppressing duplicate rows . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62
Sorting and grouping gifts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64
Using the Select Records Expert in a report . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65
Generating a report grand total . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66
Applying a report style . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68
Setting the location for an existing Crystal report. . . . . . . . . . . . . . . . . . . . . . . . 70CREATING CUSTOM CRYSTAL REPORTS TUTORIAL 3
The Raiser’s Edge 7 includes over 100 standard reports that generate the most
commonly used information for development offices. These reports give you
information to help you stay up-to-date with every aspect of your organisation.
You can easily analyse the giving trends of your constituents, evaluate the
financial position of your